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Pep up your ISA planning

Check your answers

Test your knowledge

1. The market value of ISA funds at the end of 2019/2020 was?

a. £2.6 billion

b. £62 billion

c. £620 billion

2. Bob put £100,000 in a Loan Trust which grew to £150,000. The Inheritance Tax (IHT) on this money would be:

a. £60,000

b. £40,000

c. £20,000

3. If a basic rate tax payer puts money in a pension and withdraws again within the basic rate tax band, the level of return generated by the pension tax system is:

a. 6.25%

b. 2.65%

c. 25.6%

4. Which of the following are required in all withdrawal strategies?

a. Cash flow modelling

b. Past performance check

c. Asset allocation review

5. Residential property is often seen as inflation hedge because?

a. Property always retains its value

b. It isn’t a good hedge

c. Rents often rise in line with inflation

CPD certificate

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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.